Protect What Matters

Most

Your Legacy, Your Dignity, Your Family’s Future

Legacy Lock empowers you with structure, clarity, and protection... before life challenges make your intentions vulnerable.

Why It Matters

When people think “estate planning,” they focus on after you’re gone. But what about when you’re still here, yet decisions become harder?

Legacy Lock was born to bridge that gap — to protect your financial dignity while you can still make the decisions.

The Risks You Probably Don’t See

  • Trusting that the power-of-attorney or a trust “solves it all”

  • Assuming “they’ll figure it out” — but confusion causes conflict

  • Invisible financial abuse from even trusted people

  • Assets outside your trust slipping into probate or fraud

  • Not knowing when cognitive decline might begin

How It Works

The Toolkit is more than papers, it’s a living system combining videos, worksheets, and guided steps that walk you through:

  • The 3WHY Worksheet & Videos to clarify your financial decisions.

  • A Trustee Appointment Worksheet to ensure the right person is in charge.

  • A Funding Strategy Outline to help properly fund your trust.

  • A Family Communication Package to guide conversations with loved ones.

This ensures your legacy is protected, your wishes are honored, and your family is financially secure.

We've Got Your Back

Many are burdened by the fear of losing control over their family's future and reputation, especially when it comes to financial matters. You might be anxious about financial exploitation or worst, ending up disappointing those you love. But let me reassure you — you are not alone in this struggle.

The pressure of planning for your family's financial future can feel like an insurmountable weight. You may worry about leaving them vulnerable to mistakes, which could unknowingly fracture relationships and diminish the legacy you have worked so hard to build. The thought of financial exploitation can create an emotional storm filled with anxiety and hopelessness. It's completely understandable that you may fear disappointing those who depend on you — your family and beneficiaries deserve the best.

But there is a light at the end of the tunnel. By being proactive, you can create a secure environment for your family's future.

37 Years+

of Experience

of experience in financial planning & legacy work

2,500+

Families Guided

through their financial journey and legacy planning

3 Simple Steps to Secure Your Legacy

It's easy to take charge of your financial future.

Order Your Toolkit

Get started with the Legacy Lock Toolkit today.

Set Up Your Framework

Follow our easy-to-use guidelines for setup.

Manage with Confidence

Transfer responsibilities over time with ongoing support.

DON'T JUST TAKE OUR WORD FOR IT

What others are saying

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What You’ll Get

When you order the Toolkit, you’ll receive:

  • The 3WHY Video Series & Worksheet

  • Trustee Appointment & Decision Tools

  • A Funding Strategy Outline

  • Family Communication Package

  • Access to updates, reviews, and continued support

It’s a one-time purchase for lifetime access (with optional support services available).

FAQS

Do I still need an attorney if I use the Legacy Lock Toolkit?

Yes, while the Legacy Lock Toolkit provides an essential framework, it does not replace the legal services of an attorney. Instead, it:

✅ Prepares you with the right questions and structure before you meet with an attorney, saving time and money.

✅ Ensures your trust is properly funded so your legal documents are effective.

✅ Helps families communicate their plans clearly to avoid future disputes.

What happens if I don’t properly fund my trust?

If a trust isn’t properly funded, it doesn’t work. Assets that aren’t transferred into the trust:

⚠️ May go through probate, causing delays and legal costs.

⚠️ Could be distributed incorrectly, against your wishes.

⚠️ Might expose your estate to financial exploitation.

The Legacy Lock Toolkit ensures you take the necessary steps to fund your trust correctly, so your assets are legally protected and smoothly transferred to your beneficiaries.

Is the Legacy Lock Toolkit a one-time purchase or a subscription?

The Legacy Lock Toolkit is a one-time purchase for $399, providing you with:

✔️ Lifetime access to all worksheets, videos, and resources

✔️ Step-by-step guidance to secure your legacy

✔️ Expert-backed planning materials

For continued support, we also offer the Legacy Lock Service ($99/year), which includes:

🔄 Annual reviews of economic, legal, and family changes

🔄 One free trust update per year

How do I know if the Legacy Lock Toolkit is right for me?

If you:

✅ Want to protect your family’s financial future

✅ Need a simple, structured way to plan your legacy

✅ Are overwhelmed by the trust process and don’t know where to start

✅ Want to avoid costly mistakes and financial exploitation

Then Legacy Lock is designed for you. Whether you're setting up a trust for the first time or ensuring it's properly funded, this toolkit gives you the confidence and guidance you need.